Risk Profiling Questionnaire

Risk Profiling Questionnaire

Step 1 of 11

Before we begin, tell us about yourself

1. How old are you?

2. How many years away is your nearest goal?

3. What comes to your mind when you think of market risk?

4. My current and future source of income are

5. Choose your investment objective

6. If a few months after investing, the value of your portfolio goes down due to market decline by 20%, what would you do?

7. Volatile investments usually provide higher returns and tax efficiency. What is your desired balance?

8. How familiar are you with financial markets?

9. Describe your Risk Range. What level of losses and profits you would be comfortable with?

10. What is the current market value of your net worth (Consider all your assets & subtract from the total the sum of liabilities)?

Clarify All Your Doubts. Get Free Consultation